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Exelon
EXC

Overview Fund Activity

962 hedge funds and large institutions have $37.1B invested in Exelon in 2019 Q3 according to their latest regulatory filings, with 59 funds opening new positions, 375 increasing their positions, 364 reducing their positions, and 92 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
962
Holders Change
-40
Holders Change %
-3.99%
% of All Funds
21.13%
Holding in Top 10
18
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-18.18%
% of All Funds
0.4%
New
59
Increased
375
Reduced
364
Closed
92
Calls
$214M
Puts
$81.4M
Net Calls
+$133M
Net Calls Change
+$35.3M

Top Buyers

1
Capital International Investors
1
Capital International Investors
California
$861M
2
Invesco
2
Invesco
Georgia
$988M
3
Ameriprise
3
Ameriprise
Minnesota
$472M
4
CI Investments Inc
4
CI Investments Inc
Ontario, Canada
$101M
5
T. Rowe Price Associates
5
T. Rowe Price Associates
Maryland
$186M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$248M
2
AQR Capital Management
2
AQR Capital Management
Connecticut
$871M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$1.69B
4
PAM
4
Panagora Asset Management
Massachusetts
$94.6M
5
Barrow, Hanley, Mewhinney & Strauss
5
Barrow, Hanley, Mewhinney & Strauss
Texas
$750M
Name Holding Trade Value Shares
Change 		Shares
Change %
SW
726
SVB Wealth
Massachusetts
$240K +$7.93K +230 +3%
FNFDCM
727
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$238K +$25.6K +743 +12%
CTA
728
Chesley Taft & Associates
Illinois
$236K +$2.07K +60 +0.9%
FMW
729
Farr Miller & Washington
District of Columbia
$234K – – –
CAC
730
Cowen and Company
New York
$234K +$234K +6,805 New
BST
731
Bath Savings Trust
Maine
$233K -$130K -3,760 -36%
GP
732
Girard Partners
Pennsylvania
$233K -$53.1K -1,541 -19%
FPS
733
Fieldpoint Private Securities
Connecticut
$232K -$1.69K -49 -0.7%
NIM
734
Nexus Investment Management
Ontario, Canada
$232K – – –
WG
735
Winton Group
United Kingdom
$231K -$622K -18,055 -73%
FNBT
736
FineMark National Bank & Trust
Florida
$230K +$230K +6,674 New
HI
737
HBK Investments
Texas
$230K +$230K +6,676 New
SWMG
738
Strategic Wealth Management Group
Maryland
$228K +$344 +10 +0.2%
MOS
739
MGO One Seven
Ohio
$228K +$585 +17 +0.3%
FRM
740
Fox Run Management
Connecticut
$227K +$227K +6,575 New
BP
741
Ballentine Partners
Massachusetts
$226K +$5.71K +166 +3%
BFA
742
Beaumont Financial Advisors
Massachusetts
$226K +$14.6K +422 +7%
FWP
743
FAS Wealth Partners
Kansas
$225K +$12.9K +375 +6%
MWPCG
744
Measured Wealth Private Client Group
New Hampshire
$224K -$123K -3,576 -36%
LW
745
Linscomb Wealth
Texas
$224K – – –
GCA
746
Gideon Capital Advisors
New York
$223K -$4.03M -116,910 -95%
LC
747
LCNB Corp
Ohio
$223K -$21.8K -631 -9%
SIA
748
Strategic Investment Advisors
Michigan
$222K +$222K +6,438 New
PFS
749
Prospera Financial Services
Texas
$221K +$103 +3 +0%
CIA
750
Capital Investment Advisors
Georgia
$219K -$30.4K -882 -12%
28 29
30
31 32